Michael
Musella

Creativeone Securities, LLC

CRD#2461218
Investment Advisor
in Englewood, CO

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About this Advisor

Michael Musella is a financial advisor who works in Englewood, Colorado. Musella is currently employed by Creativeone Securities, LLC. They have spent their whole time as a financial advisor at Creativeone Securities, Llc. Musella maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Creativeone Securities, LLC is a registered investment company that has its headquarters in Leawood, KS. The company has offices in 125 locations and a total of 180 advisors. It administers $2 billion in assets among its 20,986 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 20,986 customer accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the type of financial services offered. However, fee types billed by Creativeone Securities, LLC likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7395 E. Orchard Road Suite 400
Englewood, CO 80111

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,716,928,244

CO Average: $2,243,162,756
Total Number of Employees

180

CO Average: 44
Total Number of Accounts

20,986

CO Average: 4,091
Average Account Size

$81,813

CO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Musella Work History

Michael has been registered as a financial advisor for 0 years.*

2013 - Present (11 years)

Client One Securities, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Musella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creativeone Securities, LLC

Michael Kloberdanz
Leawood, KS
Michael Musella
Englewood, CO
Daniel Morris
Leawood, KS
Michael Axelrod
Leawood, KS
Byron Larkin
Leawood, KS
Kevin Lutz
Leawood, KS
Brian Pacen
Owings Mills, MD
Travis Ford
Jefferson City, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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